Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or…
At a time when recession dominates investment conversations, the consistent strength in the U.S. labor market should be viewed as a bright spot. The June jobs report painted a picture of consistency and strength in the labor market. The U.S. economy added 372K new jobs,…
A Letter to Our Clients We wanted to take a moment to address some of the stress you may be experiencing due to what we’re currently seeing in the markets. Please know that fluctuations similar to this are normal and that your financial plan was…
We know that lately, the subject of inflation and a possible market recession has been widely discussed. While the past year hasn’t been easy for investors, it’s important to remember that corrections happen and with that being said, stocks historically have done well after corrections….
Remembering Memorial Day Many of us look forward to Memorial Day as we look forward to any other Holiday. It often means a day off of work, barbecue cookouts, family and friend events, traveling, and the start of good weather for the summer months. But…
Our client Steve is a great example of taking life by the reins and using your post-career years to fill your days with your own version of paradise. When we called Steve for his interview, he was sitting in his own little slice of…
Financial Literacy is Essential Did you know that despite the fact that most of our days revolve around money in some way or another, less than half of the states in our country require High School or College students to take a course on personal…
Recognizing Our Impact Lately, in our office, the subject of intentions and the effects of a person, place, or even experience has been a topic of discussion. There’s a power that we all have inside of us to influence the people around us. Whether that’s…
We Have to Start Talking About Money Money is emotional and has a unique ability to leave us feeling vulnerable. Many of us are taught early on that it’s a topic- similar to politics or religion that you should avoid talking about at the dinner…
January Resolutions January often brings up feelings of obligation to create and stick to resolutions for the year; often, these include financial considerations that we feel need some improvement. While we try to avoid the practice of setting unrealistic goals, we believe that the beginning…